Outfunnel

Outfunnel is one of the few tools that we use with absolutely every single one of our customers when we were doing consulting (we also use it internally here at Efficient App).

If you fill out our "Request Audit" form form for example, you'll get an automatic email sent from us + we'll see the various pages you visited on our site all within our CRM.

Outfunnel covers the complex syncing of sales and marketing data (syncing full databases not just one-off form submissions). Essentially taking marketing insights and connects it to your CRM, giving further lead context to your sales team.

Tie that in with some automated email for follow-up with their email marketing integrations, and you have an entirely automated start to your sales process.

It even connects with other tools like Calendly, and automatically logs booked calendar invites and the form responses right there within your CRM activity section.

What's most amazing is they take all of these insights and role up a clean "lead score", so you can see what prospects and customers are most engaged.

We couldn't run our business without Outfunnel. They are one of just a few software solutions that we'd even say this for.

If integrating tools to your CRM is important to you (as it should be), Outfunnel plays a core role in being that connector for you.

What's great is that Outfunnel is CRM agnostic, so if you're using Copper, Outfunnel works. Using Pipedrive? That works too! HubSpot, Salesforce, and believe it or not, even Airtable! 🤯

Although as a refresher... If you've somehow stumbled upon using Airtable as your company CRM, please read this right now 😅

Outfunnel fits into multiple categories based on what it actually helps you do. Each category highlights a different strength and the efficiency points it earned, helping you compare tools not just by features, but by how well they actually perform.

Keep exploring the best software across categories